Financial & Estate Planning

Financial planning at Lowrey, Powell & Stevens includes investment, compensation, income tax, retirement and estate transfer. Our responsibility to clients in need of investment planning is to assist in assessing and comparing opportunities from economic, tax, and cash flow points of view. Investment alternatives might include equity securities or tax beneficial investments (such as real estate, oil & gas, timber, agriculture and leasing). Our compensation planning goal is to aid our clients in understanding various bonus, deferred compensation, stock option and other retirement benefit programs available from the compensation plans that exist.

Through retirement planning, Lowrey, Powell & Stevens helps its clients to accomplish a shift in investment strategy from appreciation to preservation of capital. By proper estate planning, our clients can be assured of the fulfillment of family objectives for the disposition of assets during life and at death. Lowrey, Powell & Stevens provides the technical ability and coordinates the continuous implementation of the most appropriate plans available today.

If you have any questions contact us here.